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Planning Capital Management Corporation’s Banco Santander SAN Stock Holding History

Planning Capital Management Corporation’s Portfolio SAN Stock Details SAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,115
Closed -$28.3K – 889
2024
Q2 		$28.3K Sell
6,115
-1,105
-15% -$5.44K 0.02% 238
2024
Q1 		$34.9K Hold
7,220
– – 0.03% 220
2023
Q4 		$29.9K Buy
+7,220
New +$28.3K 0.02% 237

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MIP
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Planning Capital Management Corporation's SAN Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Banco Santander (SAN) in Q3 2024, closing a stake of 6,115 shares — an estimated $28.3K sold.

Planning Capital Management Corporation first reported a position in SAN in Q4 2023 and held it in 3 quarters. The position peaked at $34.9K in Q1 2024. 395 funds tracked by Wall St. Rank hold SAN as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Banco Santander position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 6,115 Banco Santander shares in Q3 2024, an estimated $28.3K.
  • Planning Capital Management Corporation first reported a position in Banco Santander in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Banco Santander position peaked at $34.9K in Q1 2024.
  • 395 funds tracked by Wall St. Rank held Banco Santander as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.